Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT Shares Sold by ATX Financial Planning LLC

ATX Financial Planning LLC trimmed its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 58.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,474 shares of the company’s stock after selling 14,981 shares during the period. ATX Financial Planning LLC owned approximately 0.07% of Innovator U.S. Equity 10 Buffer ETF – Quarterly worth $340,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Farther Finance Advisors LLC raised its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 250.6% during the 4th quarter. Farther Finance Advisors LLC now owns 1,476 shares of the company’s stock worth $48,000 after buying an additional 1,055 shares during the last quarter. Blue Trust Inc. purchased a new stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly in the first quarter valued at about $87,000. IFP Advisors Inc increased its stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 30.6% during the third quarter. IFP Advisors Inc now owns 4,227 shares of the company’s stock worth $135,000 after acquiring an additional 990 shares during the period. Capital Investment Advisory Services LLC acquired a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly during the fourth quarter worth about $178,000. Finally, IHT Wealth Management LLC purchased a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly during the fourth quarter worth about $200,000.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Stock Up 0.3%

BATS ZALT opened at $34.00 on Friday. The stock has a market capitalization of $538.22 million, a P/E ratio of 24.29 and a beta of 0.29. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 52-week low of $30.89 and a 52-week high of $34.01. The firm has a 50-day moving average price of $33.73 and a 200 day moving average price of $33.12.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Company Profile

The Innovator U.S. Equity 10 Buffer ETF – Quarterly (ZALT) is an exchange-traded fund that mostly invests in large cap equity. The fund aims to participate in the price movement of the SPDR S&P 500 ETF (ticker: SPY), up to a cap while buffering the first 10% decline. The fund resets its buffer and cap levels every three months ZALT was launched on Sep 30, 2023 and is issued by Innovator.